Can you search signed contracts by renewal date or clause instead of opening PDFs?

AI contract repositories read your signed contracts and pull out parties, dates and key terms, so you can ask "what auto-renews next quarter?".

Do you get automatic reminders before contract notice dates?

Reminders 90, 60 and 30 days before a notice date go to the contract owner, so nothing renews by accident and you have time to negotiate.

How to automate it

How to automate “track contract renewals, notice dates and obligations”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

30 min

typically, once a week

70%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AutomationBest fix

Get automatic alerts before renewal and notice dates

Reminders 90, 60 and 30 days before each notice date go to the contract owner, so nothing auto-renews by accident.

Typically saves about 60% of the time2 h to set up

1Get renewal and notice dates into one place (your CLM, or a tracker with an owner per contract).
2Turn on CLM reminders, or build a Power Automate, Zapier or Make flow from the tracker to email, Teams or Slack.
3Send alerts to the business owner and copy procurement or legal.
4Review upcoming renewals monthly.

Tools: CLM reminders · Power Automate, Zapier or Make · Microsoft Lists or Smartsheet

Fix 2 of 2

Software feature

Put signed contracts in a repository that reads them for you

AI contract repositories pull out parties, dates, renewal terms and key clauses so you can search "which contracts auto-renew in Q1?" instead of opening PDFs.

Typically saves about 60% of the time8 h to set up

1Gather signed contracts into one place.
2Load them into DocuSign Navigator, Ironclad, Juro, SpotDraft, Concord or Workday Contract Intelligence (formerly Evisort).
3Check the extracted data for your top 50 contracts.
4If you have none of these, ask Microsoft Copilot or Gemini over a single contracts folder.

Tools: DocuSign Navigator · Ironclad · Juro · SpotDraft · Workday Contract Intelligence · Microsoft Copilot

Quick wins

Have you tried…

Can you search signed contracts by renewal date or clause instead of opening PDFs?: AI contract repositories read your signed contracts and pull out parties, dates and key terms, so you can ask "what auto-renews next quarter?".
Do you get automatic reminders before contract notice dates?: Reminders 90, 60 and 30 days before a notice date go to the contract owner, so nothing renews by accident and you have time to negotiate.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Contract manager Paralegal / legal operations Procurement / purchasing specialist

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